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Laird Norton Wetherby Trust Company’s Coastal Financial CCB Stock Holding History

Laird Norton Wetherby Trust Company’s Portfolio CCB Stock Details CCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,000
Closed -$238K – 121
2022
Q4 		$238K Buy
+5,000
New +$232K 0.03% 98
2022
Q2 		– Sell
-5,000
Closed -$228K – 129
2022
Q1 		$228K Hold
5,000
– – 0.02% 174
2021
Q4 		$253K Buy
+5,000
New +$207K 0.02% 163

Other funds holding CCB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Laird Norton Wetherby Trust Company's CCB Position: Q1 2023 in Review

Laird Norton Wetherby Trust Company sold out of Coastal Financial (CCB) in Q1 2023, closing a stake of 5,000 shares — an estimated $238K sold.

Laird Norton Wetherby Trust Company first reported a position in CCB in Q4 2021 and held it in 3 quarters. The position peaked at $253K in Q4 2021. 124 funds tracked by Wall St. Rank hold CCB as of Q1 2023.

  • Laird Norton Wetherby Trust Company reported no remaining Coastal Financial position as of Q1 2023 after selling out during the quarter.
  • Laird Norton Wetherby Trust Company sold 5,000 Coastal Financial shares in Q1 2023, an estimated $238K.
  • Laird Norton Wetherby Trust Company first reported a position in Coastal Financial in Q4 2021 and held it in 3 quarters.
  • Laird Norton Wetherby Trust Company's Coastal Financial position peaked at $253K in Q4 2021.
  • 124 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2023.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2023, filed 15 May 2023.